AWE
Avidian Wealth Enterprises’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.47M | Buy |
17,445
+1,480
| +9% | +$719K | 0.34% | 44 |
|
|
2025
Q1 | $8.5M | Buy |
15,965
+234
| +1% | +$125K | 0.38% | 46 |
|
|
2024
Q4 | $7.13M | Buy |
15,731
+1,316
| +9% | +$597K | 0.32% | 53 |
|
|
2024
Q3 | $6.63M | Sell |
14,415
-276
| -2% | -$127K | 0.3% | 56 |
|
|
2024
Q2 | $5.98M | Buy |
14,691
+1,706
| +13% | +$694K | 0.25% | 59 |
|
|
2024
Q1 | $5.46M | Buy |
12,985
+884
| +7% | +$372K | 0.26% | 58 |
|
|
2023
Q4 | $4.32M | Sell |
12,101
-78
| -0.6% | -$27.8K | 0.27% | 68 |
|
|
2023
Q3 | $4.27M | Sell |
12,179
-2,198
| -15% | -$770K | 0.3% | 68 |
|
|
2023
Q2 | $4.9M | Sell |
14,377
-5,448
| -27% | -$1.86M | 0.32% | 69 |
|
|
2023
Q1 | $6.12M | Buy |
19,825
+1,048
| +6% | +$324K | 0.34% | 65 |
|
|
2022
Q4 | $5.8M | Buy |
18,777
+1,864
| +11% | +$576K | 0.38% | 57 |
|
|
2022
Q3 | $4.52M | Buy |
16,913
+3,501
| +26% | +$935K | 0.33% | 57 |
|
|
2022
Q2 | $3.66M | Buy |
13,412
+97
| +0.7% | +$26.5K | 0.26% | 77 |
|
|
2022
Q1 | $4.7M | Buy |
13,315
+1,704
| +15% | +$601K | 0.29% | 66 |
|
|
2021
Q4 | $3.47M | Sell |
11,611
-507
| -4% | -$152K | 0.22% | 83 |
|
|
2021
Q3 | $3.31M | Buy |
12,118
+738
| +6% | +$201K | 0.25% | 66 |
|
|
2021
Q2 | $3.16M | Buy |
11,380
+1,811
| +19% | +$503K | 0.24% | 70 |
|
|
2021
Q1 | $2.45M | Sell |
9,569
-298
| -3% | -$76.1K | 0.21% | 78 |
|
|
2020
Q4 | $2.29M | Buy |
9,867
+3,593
| +57% | +$833K | 0.22% | 70 |
|
|
2020
Q3 | $1.34M | Buy |
6,274
+182
| +3% | +$38.8K | 0.15% | 86 |
|
|
2020
Q2 | $1.09M | Buy |
6,092
+574
| +10% | +$102K | 0.15% | 85 |
|
|
2020
Q1 | $1.01M | Buy |
5,518
+2,144
| +64% | +$392K | 0.16% | 71 |
|
|
2019
Q4 | $764K | Buy |
3,374
+136
| +4% | +$30.8K | 0.11% | 80 |
|
|
2019
Q3 | $674K | Buy |
3,238
+153
| +5% | +$31.8K | 0.11% | 76 |
|
|
2019
Q2 | $658K | Buy |
3,085
+64
| +2% | +$13.7K | 0.16% | 53 |
|
|
2019
Q1 | $607K | Buy |
3,021
+409
| +16% | +$82.2K | 0.13% | 55 |
|
|
2018
Q4 | $533K | Buy |
2,612
+275
| +12% | +$56.1K | 0.19% | 42 |
|
|
2018
Q3 | $500K | Sell |
2,337
-415
| -15% | -$88.8K | 0.16% | 57 |
|
|
2018
Q2 | $514K | Buy |
2,752
+30
| +1% | +$5.6K | 0.16% | 52 |
|
|
2018
Q1 | $543K | Buy |
2,722
+1,220
| +81% | +$243K | 0.18% | 49 |
|
|
2017
Q4 | $298 | Buy |
1,502
+25
| +2% | +$5 | 0.08% | 79 |
|
|
2017
Q3 | $271K | Hold |
1,477
| – | – | 0.1% | 69 |
|
|
2017
Q2 | $250K | Hold |
1,477
| – | – | 0.1% | 72 |
|
|
2017
Q1 | $246K | Sell |
1,477
-104
| -7% | -$17.3K | 0.09% | 69 |
|
|
2016
Q4 | $258K | Buy |
1,581
+65
| +4% | +$10.6K | 0.11% | 62 |
|
|
2016
Q3 | $219K | Sell |
1,516
-250
| -14% | -$36.1K | 0.09% | 68 |
|
|
2016
Q2 | $256 | Hold |
1,766
| – | – | 0.09% | 59 |
|
|
2016
Q1 | $251K | Sell |
1,766
-111
| -6% | -$15.8K | 0.13% | 52 |
|
|
2015
Q4 | $248K | Hold |
1,877
| – | – | 0.12% | 34 |
|
|
2015
Q3 | $245K | Hold |
1,877
| – | – | 0.15% | 23 |
|
|
2015
Q2 | $255K | Buy |
+1,877
| New | +$255K | 0.11% | 31 |
|